Market Overview - The Hang Seng Index closed at 24,518, down 0.08% for the day but up 22.13% year-to-date[3] - The Hang Seng China Enterprises Index ended at 8,861, decreasing by 0.09% daily and up 21.44% year-to-date[3] - The Hang Seng Tech Index rose by 0.56% to 5,418, with a year-to-date increase of 21.95%[3] Sector Performance - Biopharmaceutical stocks surged, with Kanghua rising 14.5% and other companies like Kangfang Bio and Baiji Shenzhou increasing over 10%[9] - Major tech stocks showed mixed results, with Meituan up over 1% while Baidu fell over 3%[9] - Li Auto's stock increased by over 9% following the announcement of pre-orders for its new model priced between 350,000 to 400,000 RMB[9] U.S. Market Highlights - The Nasdaq Composite rose by 0.74%, the S&P 500 increased by 0.54%, and the Dow Jones Industrial Average gained 0.52%, all reaching new closing highs[9] - Nvidia's stock rose by 0.95%, while Microsoft increased by 1.20%, both achieving historical closing highs[9] - Netflix reported a net profit of $3.125 billion for Q2 2025, a 45.6% year-on-year increase, and raised its revenue and profit margin guidance for the year[9] Economic Indicators - U.S. retail sales rose by 0.6% in June, exceeding expectations, primarily driven by a rebound in auto sales[12] - The U.S. unemployment claims fell to 221,000, indicating a resilient job market despite a slowdown in hiring[12] - U.S. tariff revenues surged to $87.2 billion in the first half of the year, with June alone accounting for $26.6 billion, four times the usual level[12]
资讯日报-20250718
Guoxin Securities Hongkong·2025-07-18 09:47